Filed February 13, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 39-1706771 | Investment Management | $13,960 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,370 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $7,917 |
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,914 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,303 | $91,762+28.9% | $67,502+75.3% | $77,643+52.4% |
| Participation rate | 91.4% | 75.9%+15.5pp | 72.9%+18.5pp | 70.6%+20.8pp |
| Annual return | 11.74% | 14.87%-3.1pp | 3512.12%-3500.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,312 | $3,181-27.3% | $2,731-15.3% | $2,726-15.2% |
| Participant deferral / active EE | $5,107 | $3,903+30.8% | $4,000+27.7% | $4,647+9.9% |
| Admin fee / account holder | $58 | $176-67.1% | $3,998-98.6% | $430-86.5% |